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# ![@finflexity Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1696975408795996160.png) @finflexity Finflexity

SpaceX is reportedly being marketed at a $XXX billion valuation in secondary offerings. Meanwhile, Indian billionaire Gautam Adani is under scrutiny from US prosecutors over potential sanctions on Iran. Lyra Therapeutics also reported positive results from a phase X trial for chronic rhinosinusitis treatment.

### Engagements: XXXXX [#](/creator/twitter::1696975408795996160/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1696975408795996160/c:line/m:interactions.svg)

- X Week XXXXX +78%
- X Month XXXXXXX +114%
- X Months XXXXXXX +321%
- X Year XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1696975408795996160/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1696975408795996160/c:line/m:posts_active.svg)

- X Week XX +22%
- X Month XX -XX%
- X Months XXX +145%
- X Year XXX -XXXX%

### Followers: XXXXX [#](/creator/twitter::1696975408795996160/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1696975408795996160/c:line/m:followers.svg)

- X Week XXXXX +1.50%
- X Month XXXXX +15%
- X Months XXXXX +41%
- X Year XXXXX +117%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1696975408795996160/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1696975408795996160/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [celebrities](/list/celebrities)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[$avgo](/topic/$avgo) #210, [ai](/topic/ai) 13.64%, [costco](/topic/costco) #662, [$cost](/topic/$cost) #66, [$175b](/topic/$175b) #8, [$msft](/topic/$msft) #108, [$orcl](/topic/$orcl) #441, [oracle](/topic/oracle) #936, [open ai](/topic/open-ai) #2200, [$adbe](/topic/$adbe) #200

**Top accounts mentioned or mentioned by**
[@michaeljburry](/creator/undefined) [@giovannismma](/creator/undefined) [@elonmusk](/creator/undefined) [@futureman1977](/creator/undefined) [@polymarket](/creator/undefined) [@polymarkettrade](/creator/undefined) [@teslaownerssv](/creator/undefined) [@compound248](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@stockmktnewz](/creator/undefined) [@sciguyspace](/creator/undefined) [@zephyrz9](/creator/undefined)

**Top assets mentioned**
[Broadcom, Inc. (AVGO)](/topic/$avgo) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost) [Microsoft Corp. (MSFT)](/topic/$msft) [Oracle Corporation (ORCL)](/topic/$orcl) [Adobe, Inc. (ADBE)](/topic/$adbe) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Intel Corporation (INTC)](/topic/$intc) [Lululemon Athletica Inc (LULU)](/topic/$lulu)
### Top Social Posts
Top posts by engagements in the last XX hours

"$COST: CostCo reports earnings tomorrow after close with analysts forecasting $XXXX in EPS on $67.2B in revenue. CostCo remains the leader of the retail industry with it still gaining share last month despite slowing (more like moderating) growth. Average growth over the last X months has been over XXX% which is impressive to say the least. The market is expecting an increase of 10-20 bps in core margins and XX% growth for member fee income. Recently CostCo's subscription renewal rates have fallen XX bps to the XX% range but this is largely due to new customers that signed up through digital"  
[X Link](https://x.com/finflexity/status/1998893733098729970)  2025-12-10T23:12Z 1015 followers, XXX engagements


"$AVGO: Broadcom reports earnings tomorrow after close with Wall St. expecting $XXXX in EPS on $17.5B in revenue. Shares have been moving higher recently since the Information reported that $MSFT might be switching to Broadcom as its TPU partner (something I would be skeptical of since the Information is unreliable). The stock is up XX% over half a year on bullishness on TPUs and while it is the biggest beneficiary of "the TPU trade" I'm not quite certain it may be the best trade around. But anyways focusing on the earnings call we could hear about the potential sales outlook for the TPUv7"  
[X Link](https://x.com/finflexity/status/1998890113556983956)  2025-12-10T22:58Z 1014 followers, XXX engagements


"@StockMKTNewz $AVGO is bound to probably go even higher after tomorrow earnings call the only downside catalyst I see is if the Microsoft partnership rumors turn out be wrong"  
[X Link](https://x.com/finflexity/status/1998898130453148121)  2025-12-10T23:30Z 1014 followers, XXX engagements


"$ORCL: In their earnings preview note for Oracle analysts at Deutsche forecast that even without OpenAI the company remains on a good growth trajectory"  
[X Link](https://x.com/finflexity/status/1998149552113918124)  2025-12-08T21:55Z 1014 followers, XXX engagements


"$ADBE: Adobe will report earnings on Wednesday with analysts expecting $XXXX in EPS on $6.1B in revenue. The company agreed to buy Semrush for $1.9B last month (a move I view as a push for maybe AI/SEO). The stock's underperformance rises out of a simple question however is Creative Cloud the stack on top of AI or is it the stack to be replaced by it. Either of these could be the answer and the market's worries will not be answered without good growth numbers from Firefly. Analyst note from BofA attached post M&A announcement (follow for more)👇"  
[X Link](https://x.com/finflexity/status/1998151854400942435)  2025-12-08T22:05Z 1014 followers, XXX engagements


"$NVDA: President Donald Trump said on Monday that he will allow Nvidia to ship its H200 chips to approved customers in China and the US government will take XX% in return. Same rules will be applied to $AMD and $INTC"  
[X Link](https://x.com/finflexity/status/1998152910283427920)  2025-12-08T22:09Z 1014 followers, XXX engagements


"$ADBE: Here's what analysts at BofA had to say ahead of earnings this week (more about Adobe's deal to buy Semrush). Drop a follow for more"  
[X Link](https://x.com/finflexity/status/1998151858431635569)  2025-12-08T22:05Z 1016 followers, XXX engagements


"The goal of SpaceX has never been to just get to Mars. Mars is simply the first step toward something much larger: a civilization that isnt confined to a single planet. And once you commit to becoming multiplanetary you inevitably commit to scaling your energy use toward the output of entire stars. Thats the trajectory of a species moving up the Kardashev scale. This is where Dysons original concept needs to be seen in a modern context. For example a decade ago Dyson himself was disappointed in the progress in AI (and apparently advised researchers to use analog methods to mimic the human"  
[X Link](https://x.com/finflexity/status/1998917163768578168)  2025-12-11T00:46Z 1016 followers, XX engagements


"$ORCL: In their earnings preview note for Oracle analysts at HSBC mainly argue that the market's overreaction to buildout news is reliant on very little information and they expect Oracle to use JVs to keep the debt burden off the balance sheet and share it in debt markets. (Side note: A large chunk of fund manager in BofA's survey cite a private credit risk)"  
[X Link](https://x.com/finflexity/status/1998149557356781686)  2025-12-08T21:55Z 1016 followers, XXX engagements


"$AVGO: Here's what analysts at BofA and HSBC had to say ahead of Broadcom's Q4 earnings (follow for more)"  
[X Link](https://x.com/finflexity/status/1998890119353512408)  2025-12-10T22:58Z 1014 followers, XXX engagements


"$COST: Here's what analysts at Wells Fargo and UBS had to say ahead of CostCo's Q4 earnings"  
[X Link](https://x.com/finflexity/status/1998893736953352577)  2025-12-10T23:12Z 1015 followers, XXX engagements


"@zephyr_z9 If Steve Jobs was alive it probably wouldn't have come to this and even if it did I would think we would have liked to buy OpenAI completely (I still think that might happen because Apple can rule in an AI downturn)"  
[X Link](https://x.com/finflexity/status/1999101262663663836)  2025-12-11T12:57Z 1014 followers, XXX engagements


"$LULU: Lululemon reports earnings today with analysts expecting $XXXX EPS on $2.5B revenue. Promotions this Black Friday were broader across assortments in-store and online. Q2 markdowns shaved 80bps off GM and management now expects a 50bps contraction in FY25 GM due to markdowns. Historically high sales productivity plus aggressive discounting points to margin compression into 2026. I think BF showed the problems that the company is facing while traffic remained flat throughout the week it fell X% on the weekend despite higher promotions. Analyst note from Barclays attached comparing sales"  
[X Link](https://x.com/finflexity/status/1999108850402861156)  2025-12-11T13:27Z 1015 followers, 2118 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@finflexity Avatar @finflexity Finflexity

SpaceX is reportedly being marketed at a $XXX billion valuation in secondary offerings. Meanwhile, Indian billionaire Gautam Adani is under scrutiny from US prosecutors over potential sanctions on Iran. Lyra Therapeutics also reported positive results from a phase X trial for chronic rhinosinusitis treatment.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXX +78%
  • X Month XXXXXXX +114%
  • X Months XXXXXXX +321%
  • X Year XXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XX +22%
  • X Month XX -XX%
  • X Months XXX +145%
  • X Year XXX -XXXX%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +1.50%
  • X Month XXXXX +15%
  • X Months XXXXX +41%
  • X Year XXXXX +117%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence stocks XX% technology brands XXXXX% finance XXXXX% cryptocurrencies XXXX% countries XXXX% celebrities XXXX% fashion brands XXXX%

Social topic influence $avgo #210, ai 13.64%, costco #662, $cost #66, $175b #8, $msft #108, $orcl #441, oracle #936, open ai #2200, $adbe #200

Top accounts mentioned or mentioned by @michaeljburry @giovannismma @elonmusk @futureman1977 @polymarket @polymarkettrade @teslaownerssv @compound248 @stockmarketnerd @stockmktnewz @sciguyspace @zephyrz9

Top assets mentioned Broadcom, Inc. (AVGO) Costco Wholesale Corporation (COST) Costco Hot Dog (COST) Microsoft Corp. (MSFT) Oracle Corporation (ORCL) Adobe, Inc. (ADBE) HSBC Holdings PLC (HSBC) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Intel Corporation (INTC) Lululemon Athletica Inc (LULU)

Top Social Posts

Top posts by engagements in the last XX hours

"$COST: CostCo reports earnings tomorrow after close with analysts forecasting $XXXX in EPS on $67.2B in revenue. CostCo remains the leader of the retail industry with it still gaining share last month despite slowing (more like moderating) growth. Average growth over the last X months has been over XXX% which is impressive to say the least. The market is expecting an increase of 10-20 bps in core margins and XX% growth for member fee income. Recently CostCo's subscription renewal rates have fallen XX bps to the XX% range but this is largely due to new customers that signed up through digital"
X Link 2025-12-10T23:12Z 1015 followers, XXX engagements

"$AVGO: Broadcom reports earnings tomorrow after close with Wall St. expecting $XXXX in EPS on $17.5B in revenue. Shares have been moving higher recently since the Information reported that $MSFT might be switching to Broadcom as its TPU partner (something I would be skeptical of since the Information is unreliable). The stock is up XX% over half a year on bullishness on TPUs and while it is the biggest beneficiary of "the TPU trade" I'm not quite certain it may be the best trade around. But anyways focusing on the earnings call we could hear about the potential sales outlook for the TPUv7"
X Link 2025-12-10T22:58Z 1014 followers, XXX engagements

"@StockMKTNewz $AVGO is bound to probably go even higher after tomorrow earnings call the only downside catalyst I see is if the Microsoft partnership rumors turn out be wrong"
X Link 2025-12-10T23:30Z 1014 followers, XXX engagements

"$ORCL: In their earnings preview note for Oracle analysts at Deutsche forecast that even without OpenAI the company remains on a good growth trajectory"
X Link 2025-12-08T21:55Z 1014 followers, XXX engagements

"$ADBE: Adobe will report earnings on Wednesday with analysts expecting $XXXX in EPS on $6.1B in revenue. The company agreed to buy Semrush for $1.9B last month (a move I view as a push for maybe AI/SEO). The stock's underperformance rises out of a simple question however is Creative Cloud the stack on top of AI or is it the stack to be replaced by it. Either of these could be the answer and the market's worries will not be answered without good growth numbers from Firefly. Analyst note from BofA attached post M&A announcement (follow for more)👇"
X Link 2025-12-08T22:05Z 1014 followers, XXX engagements

"$NVDA: President Donald Trump said on Monday that he will allow Nvidia to ship its H200 chips to approved customers in China and the US government will take XX% in return. Same rules will be applied to $AMD and $INTC"
X Link 2025-12-08T22:09Z 1014 followers, XXX engagements

"$ADBE: Here's what analysts at BofA had to say ahead of earnings this week (more about Adobe's deal to buy Semrush). Drop a follow for more"
X Link 2025-12-08T22:05Z 1016 followers, XXX engagements

"The goal of SpaceX has never been to just get to Mars. Mars is simply the first step toward something much larger: a civilization that isnt confined to a single planet. And once you commit to becoming multiplanetary you inevitably commit to scaling your energy use toward the output of entire stars. Thats the trajectory of a species moving up the Kardashev scale. This is where Dysons original concept needs to be seen in a modern context. For example a decade ago Dyson himself was disappointed in the progress in AI (and apparently advised researchers to use analog methods to mimic the human"
X Link 2025-12-11T00:46Z 1016 followers, XX engagements

"$ORCL: In their earnings preview note for Oracle analysts at HSBC mainly argue that the market's overreaction to buildout news is reliant on very little information and they expect Oracle to use JVs to keep the debt burden off the balance sheet and share it in debt markets. (Side note: A large chunk of fund manager in BofA's survey cite a private credit risk)"
X Link 2025-12-08T21:55Z 1016 followers, XXX engagements

"$AVGO: Here's what analysts at BofA and HSBC had to say ahead of Broadcom's Q4 earnings (follow for more)"
X Link 2025-12-10T22:58Z 1014 followers, XXX engagements

"$COST: Here's what analysts at Wells Fargo and UBS had to say ahead of CostCo's Q4 earnings"
X Link 2025-12-10T23:12Z 1015 followers, XXX engagements

"@zephyr_z9 If Steve Jobs was alive it probably wouldn't have come to this and even if it did I would think we would have liked to buy OpenAI completely (I still think that might happen because Apple can rule in an AI downturn)"
X Link 2025-12-11T12:57Z 1014 followers, XXX engagements

"$LULU: Lululemon reports earnings today with analysts expecting $XXXX EPS on $2.5B revenue. Promotions this Black Friday were broader across assortments in-store and online. Q2 markdowns shaved 80bps off GM and management now expects a 50bps contraction in FY25 GM due to markdowns. Historically high sales productivity plus aggressive discounting points to margin compression into 2026. I think BF showed the problems that the company is facing while traffic remained flat throughout the week it fell X% on the weekend despite higher promotions. Analyst note from Barclays attached comparing sales"
X Link 2025-12-11T13:27Z 1015 followers, 2118 engagements

@finflexity
/creator/twitter::finflexity